Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Constantino is a financial advisor with over 8 years of experience in the financial services industry. David is currently registered as a Registered Representative with Lincoln Investment, a firm with over 17 billion in assets under management. He is also registered with Capital Analysts and has been previously employed by Legend Equities Corporation and Legend Advisory Corporation. David specializes in financial planning, portfolio management, and the selection of other advisors. He is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals. David's commitment to providing his clients with personalized financial advice and guidance has helped him build a strong reputation in the industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/25/2021 - Present
Lincoln Investment (St. Petersburg FL)
FL
10/14/2014 - 01/03/2017
LEGEND EQUITIES CORPORATION (ST. PETERSBURG FL)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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